DOSSIER · 13F Holders · Q2 2026
FDCAX

FIDELITY CAP APPRECIATION FD

2 institutions still hold FIDELITY CAP APPRECIATION FD as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 316066109·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1M
visible holders
Holders
2
filers reporting
Concentration
99.98%
NEVILLE RODIE & SHAW INC #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported FDCAX in Q2 2026. NEVILLE RODIE & SHAW INC leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NEVILLE RODIE & SHAW INC
CIK 0000071210
$1M19K0.07%Q2 2026
02
McIlrath & Eck, LLC
CIK 0001701714
$24760.00%Q1 2026